Finance inbound has a particular texture. Some of it is time-sensitive, most of it is not important, and the two look the same in a list. A bank partner's compliance questionnaire and their holiday newsletter arrive from the same domain. Waveloom tells them apart before you open either.
One line before anything else: Waveloom is not an investment tool. It does not give advice, does not watch markets for trades, and does not execute anything financial. It reads your business inbound and drafts replies you approve.
What your inbound looks like
A banking partner asking for updated KYC documents by a date. An investor asking for the monthly update you have not written. A customer of your fintech reporting a payout that did not land, forwarded by support. A vendor renewal. A candidate for the controller role. A Slack thread in #ops where someone asked a question at 6pm and nobody answered.
Underneath that: statements, receipts, regulatory newsletters, CC threads you are on for no reason.
Sources you would connect
Gmail for partner, investor and vendor traffic. Slack for the ops and finance channels. HubSpot if you run a B2B pipeline. Linear or Notion for the team's project tracker. Google Calendar so meeting changes show up in the feed and the brief. Quiet hours for when you are in board prep.
Web watches for a competitor's pricing page, a regulator's announcements page, or a question like "open banking rule changes in the EU."
Example cards
Invented, but realistic, like the one above.
Everything else is dropped. See inbox triage for how the filter decides. The morning brief and Slack mentions pages show the two parts most finance operators ask about first.
It executes two background actions, reply by email and reply in Slack, both gated behind explicit approval of the exact text. It is not a compliance product and does not satisfy any regulatory obligation on your behalf.